New Capital Management LP - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 349 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
New Capital Management LP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$1,049,000
-10.1%
16,9170.0%0.58%
-10.4%
Q2 2022$1,167,000
-12.7%
16,9170.0%0.64%
-33.2%
Q1 2022$1,337,000
-7.5%
16,9170.0%0.96%
+28.2%
Q4 2021$1,445,000
-1.7%
16,9170.0%0.75%
-7.2%
Q3 2021$1,470,000
+4.9%
16,9170.0%0.81%
-35.2%
Q1 2021$1,401,000
+1.7%
16,9170.0%1.25%
+76.2%
Q4 2020$1,377,00016,9170.71%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Principle Wealth Partners LLC 85,818$4,943,0004.15%
Edge Capital Group, LLC 581,083$33,470,0003.63%
BFSG, LLC 73,147$4,213,0001.91%
Evensky & Katz LLC 188,550$10,860,0001.81%
Nikulski Financial, Inc. 29,434$1,695,0001.78%
180 WEALTH ADVISORS, LLC 40,437$2,605,0001.22%
Stokes Capital Advisors, LLC 26,352$1,518,0001.05%
Country Club Trust Company, n.a. 107,417$6,187,0000.81%
SMITH, MOORE & CO. 49,790$2,868,0000.78%
Stokes & Hubbell Capital Management, LLC 55,454$3,194,0000.72%
View complete list of VANGUARD WHITEHALL FDS shareholders